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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-11-16 |
| TX | RA | APPROVED | 2023-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Shoreline | WA | 12/2011 | 09/2021 |
| Fidelity Investments | Naperville | IL | 10/2021 | 10/2023 |
| J.P. Morgan Securities Llc | South Elgin | IL | 11/2023 | Present |
| Jpmorgan Chase Bank, N.A. | South Elgin | IL | 11/2023 | Present |
| Fidelity Brokerage Services Llc | Naperville | IL | 10/2021 | 10/2023 |
| Fidelity Personal And Workplace Advisors | Naperville | IL | 10/2021 | 10/2023 |
| J.P. Morgan Securities Llc | Shoreline | WA | 03/2015 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-09 |
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